# Complete the weekly billing review

Category: Billing

Before you start: confirm the correct school and role. Use approved source records; perform live changes only within your assigned authority.

- Review open invoices.
- Review past-due balances.
- Review pending ACH/bank payments.
- Review failed payments and dunning tasks.
- Review subsidy/agency receivables.
- Review payment method/autopay setup status.
- Confirm upcoming tuition run settings, child assignments, and start periods.
- Spot-check that family totals equal the active per-child weekly rates.
- Export or save required reports.
- Document unresolved blockers and owners.

## Verify the result

Every exception is resolved or assigned for follow-up.

## If something goes wrong

Agency and family responsibility must remain separate. Wait for pending actions; reopen the record before retrying an uncertain save or send.

Source: sources/BILLING_ADMIN_SOP.md — Weekly Billing Checklist. Prepared October 8, 2026. SOP snapshot e06ad8d5; current source corrections are identified above. Written procedure; not a recording of a completed live action.